LifePlan Financial Group’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $7K | Hold |
110
| – | – | ﹤0.01% | 436 |
|
|
2020
Q2 | $6K | Hold |
110
| – | – | ﹤0.01% | 456 |
|
|
2020
Q1 | $6K | Sell |
110
-607
| -85% | -$33.1K | ﹤0.01% | 432 |
|
|
2019
Q4 | $45K | Hold |
717
| – | – | 0.02% | 263 |
|
|
2019
Q3 | $46K | Hold |
717
| – | – | 0.02% | 254 |
|
|
2019
Q2 | $42K | Hold |
717
| – | – | 0.02% | 256 |
|
|
2019
Q1 | $40K | Sell |
717
-7
| -1% | -$391 | 0.02% | 266 |
|
|
2018
Q4 | $36K | Hold |
724
| – | – | 0.02% | 270 |
|
|
2018
Q3 | $35K | Hold |
724
| – | – | 0.02% | 277 |
|
|
2018
Q2 | $34K | Hold |
724
| – | – | 0.02% | 274 |
|
|
2018
Q1 | $33K | Buy |
+724
| New | +$33K | 0.02% | 269 |
|